Concourse Financial Group Securities’s Voya Financial VOYA Stock Holding History

Concourse Financial Group Securities’s Portfolio VOYA Stock Details VOYA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4	Closed	-$285	–	2423
2023 Q2	$286	Hold	4	–	–	﹤0.01%	2268
2023 Q1	$285	Buy	+4	New	+$280	﹤0.01%	2285
2022 Q2	–	Sell	-88	Closed	-$5.66K	–	2314
2022 Q1	$6K	Hold	88	–	–	﹤0.01%	1827
2021 Q4	$6K	Hold	88	–	–	﹤0.01%	2014
2021 Q3	$5K	Buy	+88	New	+$5.6K	﹤0.01%	2091
2021 Q2	–	Sell	-17	Closed	-$1.12K	–	2446
2021 Q1	$1K	Hold	17	–	–	﹤0.01%	2292
2020 Q4	$1K	Sell	17 -17	-50%	-$921	﹤0.01%	2244
2020 Q3	$2K	Hold	34	–	–	﹤0.01%	2028
2020 Q2	$2K	Sell	34 -24	-41%	-$1.07K	﹤0.01%	1942
2020 Q1	$2K	Buy	+58	New	+$3.16K	﹤0.01%	1940
2019 Q3	–	Sell	-250	Closed	-$13.3K	–	2158
2019 Q2	$14K	Sell	250 -200	-44%	-$10.7K	﹤0.01%	1388
2019 Q1	$22K	Sell	450 -50	-10%	-$2.37K	﹤0.01%	1235
2018 Q4	$20K	Buy	500 +418	+510%	+$18.6K	﹤0.01%	1158
2018 Q3	$4K	Buy	+82	New	+$4.05K	﹤0.01%	1478

Other funds holding VOYA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Concourse Financial Group Securities's VOYA Position: Q3 2023 in Review

Concourse Financial Group Securities sold out of Voya Financial (VOYA) in Q3 2023, closing a stake of 4 shares — an estimated $285 sold.

Concourse Financial Group Securities first reported a position in VOYA in Q3 2018 and held it in 14 quarters. The position peaked at $22K in Q1 2019. 380 funds tracked by Wall St. Rank hold VOYA as of Q3 2023.

Concourse Financial Group Securities reported no remaining Voya Financial position as of Q3 2023 after selling out during the quarter.
Concourse Financial Group Securities sold 4 Voya Financial shares in Q3 2023, an estimated $285.
Concourse Financial Group Securities first reported a position in Voya Financial in Q3 2018 and held it in 14 quarters.
Concourse Financial Group Securities's Voya Financial position peaked at $22K in Q1 2019.
380 funds tracked by Wall St. Rank held Voya Financial as of Q3 2023.

Based on Concourse Financial Group Securities's 13F filing for Q3 2023, filed 25 Oct 2023.